Retail Area Leader I/II - West CPA Area

Truist Bank • York, PA

1d

About The Position

The Retail Area Leader leads a group of approximately 14–27 branches and their teammates within a Region for the Retail Community bank. The role works to deliver the bank’s purpose and achieve sales and service goals, while continuously improving Retail and Small Business sales effectiveness through coaching, counseling, feedback, reinforcement, and support of the bank’s sales and credit cultures.

The leader instills the bank’s purpose, mission, and values across retail and small business teams; collaborates with other lines of business to serve clients and achieve financial goals; and supports retention, personnel, facilities, product sales, and service. For assigned branches, the leader reviews monthly financial and management reports to support balanced branch performance. The role leads branch leaders, monitors area and branch progress toward service, sales, expense, and profit goals, identifies performance gaps, and develops plans for improvement.

Requirements

• Bachelor’s degree or equivalent education and related training.
• Five years of financial services experience.
• At least three years of leadership experience managing group locations and leaders.
• Strong interpersonal, sales, and relationship management skills.
• Strong written and verbal communication skills.
• Demonstrated ability to provide group leadership and handle multiple priorities under time constraints.
• Sales execution and direct sales leadership experience.

Nice To Haves

• Two years of commercial banking experience.
• Completion of or enrollment in an established management or career development program.

Responsibilities

• Instill the bank’s purpose, mission, and values within retail and small business teams.
• Improve Retail and Small Business sales effectiveness through sales leadership, including coaching, counseling, feedback, reinforcement, and support of the bank’s sales and credit cultures.
• Deliver feedback for improvement across teams to support continuous improvement.
• Collaborate across lines of business, including Mortgage Banking, Wealth Management, Investment, Insurance Services, and Payment Solutions, to achieve financial goals for retail and small business clients.
• Assist in managing retention, personnel, facilities, product sales, and service efficiency.
• Review monthly Average Balance Analysis, Detailed Income and Expense, and other management reports for assigned branches to ensure balanced financial performance.
• Lead, coach, and manage branch leaders in sales and service performance planning; identifying opportunities and achieving individual and team results; building teammate sales effectiveness; delivering high-quality service and transactions; and maintaining operational soundness and risk management.
• Deliver regional retail and small business performance goals relating to growth, profitability, and quality.
• Achieve area service and operations, sales, expense, and profit performance goals.
• Monitor area and branch effectiveness and progress through financial and activity reports.
• Identify performance gaps and develop appropriate plans to improve results.
• Ensure consistent execution of the Client Engagement Model.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Manager